AP

Advisors Preferred Portfolio holdings

AUM $606M
1-Year Est. Return 21.45%
This Quarter Est. Return
1 Year Est. Return
+21.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$30.6M
3
+$30.6M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$24.3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$12.4M

Top Sells

1
+$30.1M
2
+$29.7M
3
+$25M
4
IYW icon
iShares US Technology ETF
IYW
+$24.4M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$12.4M

Sector Composition

1 Real Estate 1.01%
2 Consumer Discretionary 0.87%
3 Financials 0.68%
4 Industrials 0.52%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$131K 0.03%
+3,576
102
$121K 0.03%
+1,799
103
$119K 0.03%
+4,580
104
$118K 0.03%
+24,528
105
$118K 0.03%
+3,739
106
$117K 0.03%
+3,732
107
$116K 0.03%
+1,840
108
$113K 0.03%
+1,062
109
$113K 0.03%
5,095
-21,971
110
$112K 0.03%
+6,830
111
$111K 0.03%
+6,422
112
$111K 0.03%
673
+356
113
$109K 0.03%
+4,076
114
$100K 0.03%
+1,562
115
$99K 0.02%
2,228
+1,504
116
$99K 0.02%
+2,824
117
$99K 0.02%
+4,181
118
$98K 0.02%
+2,291
119
$97K 0.02%
+1,822
120
$97K 0.02%
+695
121
$97K 0.02%
+1,632
122
$96K 0.02%
+3,347
123
$96K 0.02%
+2,493
124
$94K 0.02%
+1,650
125
$94K 0.02%
+5,418
3 4
5
6 7